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Advance Capital Management’s Chevron CVX Stock Holding History

Advance Capital Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Buy
2,514
+984
+64% +$183K 0.01% 132
2026
Q1 		$317K Sell
1,530
-11
-0.7% -$2.01K 0.01% 133
2025
Q4 		$235K Sell
1,541
-4
-0.3% -$609 0.01% 153
2025
Q3 		$240K Buy
+1,545
New +$239K 0.01% 152
2025
Q2 		– Sell
-1,494
Closed -$250K – 170
2025
Q1 		$250K Buy
1,494
+38
+3% +$5.95K 0.01% 137
2024
Q4 		$211K Sell
1,456
-248
-15% -$38K 0.01% 147
2024
Q3 		$251K Sell
1,704
-87
-5% -$12.9K 0.01% 130
2024
Q2 		$280K Sell
1,791
-343
-16% -$54.7K 0.01% 122
2024
Q1 		$337K Sell
2,134
-556
-21% -$83.9K 0.02% 108
2023
Q4 		$401K Buy
2,690
+125
+5% +$18.9K 0.03% 78
2023
Q3 		$433K Buy
2,565
+37
+1% +$5.98K 0.04% 73
2023
Q2 		$398K Sell
2,528
-84
-3% -$13.5K 0.05% 72
2023
Q1 		$426K Sell
2,612
-875
-25% -$147K 0.08% 60
2022
Q4 		$626K Buy
3,487
+602
+21% +$105K 0.08% 44
2022
Q3 		$414K Buy
2,885
+143
+5% +$21.8K 0.05% 49
2022
Q2 		$397K Buy
2,742
+1,081
+65% +$179K 0.05% 53
2022
Q1 		$270K Buy
+1,661
New +$238K 0.03% 71

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advance Capital Management's CVX Position: Q2 2026 in Review

Advance Capital Management increased its Chevron (CVX) stake by 64% in Q2 2026, buying an estimated $183K and bringing the position to 2,514 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #132.

Advance Capital Management first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. The position peaked at $626K in Q4 2022. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Advance Capital Management held 2,514 shares of Chevron worth $417K as of Q2 2026.
  • Advance Capital Management bought 984 Chevron shares in Q2 2026, an estimated $183K.
  • Chevron made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #132 holding.
  • Advance Capital Management first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • Advance Capital Management's Chevron position peaked at $626K in Q4 2022.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.